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Essex Financial Services’s Chemed CHE Stock Holding History

Essex Financial Services’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-393
Closed -$242K – 689
2025
Q1 		$242K Sell
393
-18
-4% -$10.2K 0.02% 553
2024
Q4 		$218K Buy
411
+17
+4% +$9.58K 0.02% 580
2024
Q3 		$234K Buy
394
+1
+0.3% +$567 0.02% 554
2024
Q2 		$229K Buy
+393
New +$225K 0.02% 549

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Essex Financial Services's CHE Position: Q2 2025 in Review

Essex Financial Services sold out of Chemed (CHE) in Q2 2025, closing a stake of 393 shares — an estimated $242K sold.

Essex Financial Services first reported a position in CHE in Q2 2024 and held it in 4 quarters. The position peaked at $242K in Q1 2025. 537 funds tracked by Wall St. Rank hold CHE as of Q2 2025.

  • Essex Financial Services reported no remaining Chemed position as of Q2 2025 after selling out during the quarter.
  • Essex Financial Services sold 393 Chemed shares in Q2 2025, an estimated $242K.
  • Essex Financial Services first reported a position in Chemed in Q2 2024 and held it in 4 quarters.
  • Essex Financial Services's Chemed position peaked at $242K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Chemed as of Q2 2025.

Based on Essex Financial Services's 13F filing for Q2 2025, filed 16 Jul 2025.